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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,903 | $150,447+11.6% | $136,298+23.2% | $147,586+13.8% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 16.04% | 1049.15%-1033.1pp | 5156.27%-5140.2pp | 578.59%-562.5pp |
| Employer contribution / active EE | $1,319 | $5,256-74.9% | $4,696-71.9% | $4,876-72.9% |
| Participant deferral / active EE | $7,337 | $6,631+10.6% | $6,247+17.4% | $5,439+34.9% |
| Admin fee / account holder | $18,245 | $10,906+67.3% | $9,244+97.4% | $10,886+67.6% |